Private Client Paralegal

4 weeks ago


Derby, United Kingdom Simpson Judge Ltd Full time

**Paralegal - Private Client**
**Derby**
**Salary DOE**
I am currently looking for an experienced Private Client Paralegal to join an established High Street Law Firm in the Derby area.
**Key tasks**:

- Attend clients both in person and on the telephone to provide such support in a professional and friendly manner in keeping with the firm's standards of client care
- Arranging client appointments
- Open files both physically and electronically
- Maintain spreadsheets and databases
- Obtain searches
- Obtain Identification documents from clients
- Preparation of contract packs
- Liaison with estate agents and solicitors
- General filing
- Photocopying
- Database input
- Creation and despatch of documents and forms
- Create completion statements
- Preparation of invoices
- Raise enquiries as instructed
- Undertake file closing duties
- Completion of HMRC, Tax and Probate Forms
- Completion of schedules, including income, assets and liabilities
- Completion of distribution schedules as appropriate
- Liaison with charities, executors, beneficiaries
- Maintenance of Wills bank
- Drafting of Wills as instructed and directed.
- Undertake any specific training when required to do so and overall to have a responsibility towards self-development.
- Ensure the confidentiality of all the Firm's and the clients' documentation and information.
- Cover switchboard and reception as and when required.
- Any other duties commensurate with the position



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